1. iManage Records Manager 6.4
Ian Raine, Director of Product Management Gregg Luther, Subject Matter Expert

2. The new Focused market leader Serving our users Vision and Innovation
Professional Work Product Management
Lifecycle governance
Added over 100 new staff
Impactful product upgrades
Addressed key issues
Enhanced support
Community, communications
New user experience
iManage Cloud
New products
iManage Labs

3. iManage Govern
An emerging family of products focused on lifecycle Governance
Records Manager
Archive Manager
Threat Manager
Matter Centric
Physical and electronic
Manage in place
Searching and reporting:
Granular user control
Reduce lifecycle cost
Seamless integration
Facilitate preservation and discovery
Detect insider threats
Forensic investigations
Reduced false positives

4. Lifecycle Governance
What have we learned from customers in Advisory Boards
Governance challenges at every step in the matter lifecycle
Management by policy is required across multiple repositories
Outside counsel guideline management and enforcement
New threats require new focus: cybersecurity is a governance issue
Pitch
Open
Work
Close
Archive
Dispose

5. Lifecycle governance requires substantial integration
Pitch
Open
Work
Close
Archive
Dispose
Conflicts
Search
Document management
Expertise locator
New business intake
Obligations
Records manager
Walls and barriers
Threat detection
Archive manager
Matter mobility
Holds
Collaboration

6. iManage Records Manager
Market Leading Product with over 550,000 users and over 300 customers
Industry leading today
Matter-centric
Physical and electronic records
Tuned for different user types
Manage in place
Granular user control and permissions
Key part of our information governance lifecycle platform vision

7. iManage Records Manager - Release Timeline
Migration
External warehouse
Usability
Policy driven archiving
Dashboards
Customer driven enhancements Q4
2016 Q1
2017 Q2
2017 Q3
2017 Q4
2017
Records Manager 7.0
Manage in place
New end user web client

8. Latest Release - Records Manager 6.4
Themes for new functionality included in latest release of iManage Records Manager
Migration
External Warehouses
Usability
LegalKEY
Autonomy RM
Flexible architecture supporting other RM products
Iron Mountain
O’Neill RS-SQL
UI refresh
Change media type
Checked out wait list Disable new file parts
Matter instructions
Matter attribute icons
Check in and box
Unscheduled events
(c) iManage Inc. Confidential Information

9. Records Manager 6.4 usability enhancements
Look and feel
DPI scaling
Disable matter to prevent addition of new file parts
Change media type
Check in and box
Box search within ID range
Unscheduled event types
Requesting files already checked out
Matter instructions
Matter attribute icons

12. DPI scaling issues

13. New Add-on Component - Disposition Workflow
Features
Electronic review and approval
notification with reminders for overdue reviews
Multiple out of the box workflow options
Approval at matter, workspace, folder or document level
Progress tracking and monitoring

14. Disposition Workflow - Out Of The Box Workflows
Standard workflows that can be adjusted to meet specific firm needs
Single Step
Approval
Records
Managers
Disposition
Responsible
Attorney
Records
Managers
Two Step
Approval
Disposition

15. DEMO

16. iManage Confidential Information
This is a rolling roadmap and its content is confidential
This presentation contains iManage Confidential Information.
If you have a valid Non-Disclosure Agreement with iManage, disclosure of this presentation is subject to that NDA.
If not, it is subject to the following terms: for a period of 3 years after the date of disclosure, you may use the Roadmap solely for the purpose of evaluating purchase decisions from iManage and use a reasonable standard of care to prevent disclosures. You will not disclose the contents of the Roadmap to any third party unless it becomes publically known, rightfully received by you from a third party without duty of confidentiality, or disclosed with iManage’s prior written approval.

17. Forward Looking Statements
This is a rolling roadmap and is subject to change without notice
This document contains forward looking statements regarding future operations, product development, product capabilities and availability dates. This information is subject to substantial uncertainties and is subject to change at any time without prior notification.
Statements contained in this document concerning these matters only reflect iManage’s predictions and/or expectations as of the date of this document and actual results and future plans of iManage may differ significantly as a result of, among other things, changes in product strategy resulting from technological, internal corporate, market and other changes.
This is not a commitment to deliver any material, code or functionality and should not be relied upon in making purchasing decisions.

18. iManage Records Manager - Release Timeline
Migration
External warehouse
Usability
Policy driven archiving
Dashboards
Customer driven enhancements Q4
2016 Q1
2017 Q2
2017 Q3
2017 Q4
2017
Records Manager 7.0
Manage in place
New end user web client

19. Records Manager 7.0 Preview
Themes for new functionality included in next release of iManage Records Manager
Policy manage content in other repositories
Network file shares
SharePoint sites
Extensible framework
Integrated end user web experience
Single view onto documents and records
Supports key end user actions Q2
2017
Records Manager 7.0
Usability
RM dashboard
iOS barcode scanning app
Other enhancements from user group

20. IRM 7.0 Preview: Managing Content In Other Repositories
Single policy engine manages retention across all content regardless of location
Policy Engine
Work
Records Manager
File shares
SharePoint
Other
Active/archived
electronic content
Physical Records

21. IRM 7.0 Preview: New End User Focused Web Client
Integrated end user web client giving single view onto electronic and physical content
Fully integrated with Work 9.4 “white rabbit” user experience
Responsive design supporting range of devices
Single view onto all matter related content, electronic and physical
Key end user records tasks
Request physical items and check status of open requests
Create a physical record
Search for physical records
View physical records checked out to the current user

28. iManage Threat Manager
Addressing today's top security / governance threat
Cyberthreat is a major security issue for firms
Over 95% of all data loss attacks begin with a phishing event
Traditional security methods do nothing in the case of phishing attack
Current approaches fall short
Simple thresholds (# downloads, # s)
Too many false positives – no “understanding” of different practice areas patterns
False positives waste time and destroy trust
No impact on time to detect - currently attack goes undetected for 122 days avg.

29. iManage Threat Manager
Advanced threat monitoring, protecting firm data from cyber and internal attacks
Learn normal usage patterns by firm, practice group, geo
Spot risky behavior and assess by severity (dramatic reduction in false positives)
Provide robust framework for automated actions
Adapt automatically as usage patterns change

30. Summary Significant investment in iManage Records Manager
Platform of products aimed at information governance challenges
Engaged with user community